Customer Engagement Checklist

Do you have a list of potential clients you paid hefty dollars for or spent hours putting together? And you’re wondering how to start engaging with them. Do you start drip emails? Send memes? 

Engaging potential clients isn't just about making connections—it's about crafting journeys. There are a few ways you can start with, to incite meaningful conversations with your future clients.

What does this template include?

✓ A checklist of ways to meaningfully engage your potential clients.

How to use this template?

✓ Follow instructions that apply.

✓ Add the template to your lead .  

Final disclaimer

This is a template for internal use. Play with it as it suits your business. Add more steps, remove a few that you find unnecessary—your call. Convert it into a sheet or print it out and cross-check for quick reference.